FOX POINT CAPITAL Brokers, Custodians, Auditors and Administrators

FOX POINT CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Investment Strategy

In managing the Funds, our investment objective is to generate the highest possible absolute returns that outperform those of broader market averages over the long term. In order to achieve this objective, we expect to invest the Funds’ assets in a diversified portfolio of long and short equity investments that will reduce overall risk and the volatility of returns. We expect to utilize a research-driven process based on intensive fundamental bottom-up analysis to select these investments.

We will attempt to achieve our investment objective by employing both long and short strategies and by diversifying the Funds’ portfolio among various industries and geographies. We intend to invest in the common stocks of companies around the world that we believe exhibit solid returns on capital, strong growth characteristics and reasonable valuations. We will seek to invest in compan...Unlock Full Investment Process Description

FOX POINT CAPITAL Portfolio Concentration

FOX POINT CAPITAL Location

FOX POINT CAPITAL Contact Information

Phone Number: 212-984-2373
Fax Number: 212-983-5051
Website: null

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